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FieldPulse360: Setting Up Workflow Foundations in FieldPulse

Your Business, Your Way Series - Session 2

Updated over a week ago

Join us as we discuss:

  • How to create custom workflow statuses for three common service types:

    • Installations

    • Standard Services (maintenance, preventative)

    • Emergency Services.

  • How workflows will not only help clarify roles within your team but also ensure that every service is executed flawlessly.

Click here for a link to a spreadsheet that will help you begin to establish a clear and effective workflow.


Have additional questions?

Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.

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